Forensic Accounting & Litigation Associate I

CBIZCBIZSan Diego, California, United States
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Posted

10/14/2026

Employment

Full time

Range

$78k - $80k/year

Work style

On-site

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AI summary

Core responsibilities

The associate will perform forensic accounting, valuation, and litigation support tasks under management supervision. They are responsible for preparing financial models, reconciling data for legal proceedings, and assisting in the development of expert witness exhibits.

Requirements overview

Candidates must hold a bachelor's degree and possess strong communication skills. A CPA certification or progress toward obtaining one is preferred, along with proficiency in relevant accounting technology.

Key skills

Forensic accountingLitigation supportBusiness valuationFinancial statement analysisData reconciliationExpert witness supportAccounting principlesStatutory codesEconomic modelingClient serviceCommunicationCompliance monitoringEngagement management

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Education requirements

bachelor degree

About CBIZ

Industry

Business Consulting and Services

Employees

8,637

Type

Public Company

Size

10,001+ employees

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/social-media-guidelines

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Job categories

Finance & AccountingConsultingLegal

Description

#LI-AM1 #LI-Onsite #CBIZAdvisory RESPONSIBILITIES The Forensic and Litigation Associates work as members of the Client Services group and can expect a diverse experience ranging from accounting procedures for litigation engagements to the performance of business appraisal and valuation services. This position performs many duties of an advanced level forensic accountant including working directly for corporate clients, under the supervision of upper-level management. Associate I's and Associate II's ("Associates") provide outstanding service to our valued clients.  Essential Functions and Primary Duties   * Performance of preliminary valuation, forensic, and appraisal analyses, including development of comparative adjusted financial statements and data input for expert witness exhibits. * Knowledgeable of the relevant statutory and family codes and their applicability to accounting principles in performance of forensic accounting. * Participate in client assignments from beginning to end. * Create forensic and economics models for presentation of forensic standard accounting system. * Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements. * Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients * Assist in preparation of exhibits and background information for expert witness testimony * Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct. * They will participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to clients expectation    Preferred Qualifications   * CPA or in process of obtaining CPA QUALIFICATIONS Minimum Qualifications * Bachelor's degree required * Internship experience in accounting or related field preferred * Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally * Proficient use of applicable technology * Must be able to travel based on client and business needs CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Requirements

  • •Forensic accounting
  • •Litigation support
  • •Business valuation
  • •Financial statement analysis
  • •Data reconciliation
  • •Expert witness support
  • •Accounting principles
  • •Statutory codes
  • •Economic modeling
  • •Client service
  • •Communication
  • •Compliance monitoring
  • •Engagement management

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